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Perion Network

183 hedge funds and large institutions have $925M invested in Perion Network in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $21.5M

1.66% more ownership

Funds ownership: 61.6%63.25% (+1.7%)

4% more capital invested

Capital invested by funds: $889M → $925M (+$35.8M)

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

2% less funds holding

Funds holding: 187183 (-4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
58
Reduced
58
Closed
32
Calls
$51.5M
Puts
$21.5M
Net Calls
+$30M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
76
Two Sigma Advisers
New York
$954K -$429K -15,100 -33%
TC
77
TownSquare Capital
Utah
$938K +$135K +4,758 +19%
YMRC
78
Yorktown Management & Research Company
Virginia
$935K
DIA
79
Dana Investment Advisors
Wisconsin
$929K -$18.9K -666 -2%
WAM
80
Wakefield Asset Management
Colorado
$890K +$78.4K +2,761 +11%
DADC
81
D.A. Davidson & Co
Montana
$871K -$401K -14,124 -33%
SSA
82
Schonfeld Strategic Advisors
New York
$864K +$542K +19,075 +214%
Norges Bank
83
Norges Bank
Norway
$793K -$1.23M -43,267 -63%
II
84
Inspire Investing
Idaho
$783K +$134K +4,729 +23%
NRD
85
Nebula Research & Development
New York
$753K +$75.5K +2,659 +12%
JWS
86
Juncture Wealth Strategies
Arizona
$706K -$208K -7,321 -24%
Balyasny Asset Management
87
Balyasny Asset Management
Illinois
$700K -$2.13M -74,997 -77%
QT
88
Quantbot Technologies
New York
$678K +$624K +21,977 New
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$664K -$142 -5 -0%
Northern Trust
90
Northern Trust
Illinois
$661K
LPL Financial
91
LPL Financial
California
$652K +$149K +5,236 +33%
Creative Planning
92
Creative Planning
Kansas
$626K +$276K +9,729 +92%
EGM
93
Engineers Gate Manager
New York
$567K +$522K +18,369 New
Franklin Resources
94
Franklin Resources
California
$540K -$625 -22 -0.1%
FRM
95
Fox Run Management
Connecticut
$484K +$446K +15,688 New
IFG
96
Independent Financial Group
California
$474K -$41.3K -1,455 -9%
BCI
97
Brinker Capital Investments
Pennsylvania
$473K -$21.9K -771 -5%
OPS
98
Orion Portfolio Solutions
Nebraska
$473K -$21.9K -771 -5%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$470K -$51.6K -1,818 -11%
RWM
100
Ritholtz Wealth Management
New York
$457K -$8.15K -287 -2%

PERI Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q4 2023, worth a combined $925M — up 4% from $889M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PERI and 30 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 58 added.

The largest buyer was Phoenix Financial, adding an estimated $23.5M. The largest seller was Arrowstreet Capital, cutting an estimated $14.5M.

  • 183 institutional investors held Perion Network (PERI) as of Q4 2023, down from 187 in Q3 2023.
  • Funds reported $925M of Perion Network stock for Q4 2023, up 4% quarter-over-quarter.
  • 30 funds opened new Perion Network positions in Q4 2023 and 32 closed out, a net change of -2 holders.
  • The largest Perion Network buyer in Q4 2023 was Phoenix Financial, an estimated $23.5M added.
  • The largest Perion Network seller in Q4 2023 was Arrowstreet Capital, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2023.